RAITX
2050 American Funds Trgt Date Retire-R1
$20.01
-0.05 (-0.25%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 32004.194M |
| 52 Week High | 20.06 |
| 52 Week Low | 15.658 |
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Key Data
| Symbol | RAITX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 20.01 |
| Price Yesterday | 20.06 |
| Market Cap | 32,004.19 |
| YTD Return | 10.49% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0148 |
Overview
| 52 Week High | 20.06 |
|---|---|
| 52 Week Low | 15.66 |
| Market Cap | 32,004.19M |
| Shares Outstanding | 1,599.41M |
| Income Dividend Yield | 0.56% |
| Long Term Dividend Yield | 1.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.56% |
Returns Annualized
| One Day | -46.71% |
|---|---|
| Five Days | 93.44% |
| One Months | 37.60% |
| Three Months | 13.90% |
| Six Months | 24.87% |
| Nine Months | 31.90% |
| One Year | 19.99% |
| Three Years | 3.40% |
| Five Years | 9.29% |
| Ten Years | 8.07% |
| YTD | 21.36% |
| Since Inception | 6.94% |
Returns Total
| One Day | -0.25% |
|---|---|
| Five Days | 1.32% |
| One Month | 2.56% |
| Three Months | 3.25% |
| Six Months | 11.54% |
| Nine Months | 22.78% |
| One Year | 19.96% |
| Three Years | 10.50% |
| Five Years | 55.76% |
| Ten Years | 116.96% |
| YTD | 10.49% |
| Since Inception | 219.65% |
Yearly Returns
| 2024 | 10.49% |
|---|---|
| 2023 | 19.40% |
| 2022 | -19.76% |
| 2021 | 15.96% |
| 2020 | 18.18% |
| 2019 | 23.58% |
| 2018 | -6.67% |
| 2017 | 21.25% |
| 2016 | 7.10% |
| 2015 | -0.51% |
Risk against SP-DA
| Alpha | -5.71% |
|---|---|
| Beta | 0.87 |
| Correlation | 95.75% |
| Downside Deviation | 2.81% |
| Coefficient of determination | 91.68% |
| Standard Deviation | 2.93% |
| Sharpe Ratio | -0.86 |
| Sortino | -3.1 |
| Treynor | 16.77 |
| Ulcer Index | 3.16 |
| Ulcer Performance Index | -2.76 |